Clients dashboard

The Clients dashboard on the Clients page shows all your clients at a glance, including a compact indicator when a client has more than one point of contact.

Open the Clients page

Go to the Clients page from the main navigation to see your full client list.

What the table shows

Each row represents one client and includes the following columns:

• Client Name — the business or individual name.

• Email — the primary email address.

• Phone — the primary phone number.

• Contact Name — the primary point of contact. When a client has additional contacts, a +N badge appears next to the name.

• Status — whether the client is Active or Archived.

• Invoiced — total amount invoiced.

• Client Since — the date the client was added.

• Actions — the row actions menu for the client.

Use the table controls

On desktop, the Clients table includes the shared table toolbar: Search, Export, Customize, and Filters.

• Search — filters rows as you type, matching text across the currently visible columns.

• Filters — enables column filters for client name, email, phone, contact name, status, invoiced amount, and client-since date. Click on the Filter icon in each column to add/remove filters.

• Customize — opens Customize table columns to choose which columns display; your choices are saved for your account.

• Export — downloads the current filtered and sorted rows as a CSV file; to export specific rows, select the desired rows first before exporting.

• Row checkboxes select rows, and column headers sort the table.

Selecting a normal row opens the client profile; the selection checkbox and the Actions cell do not.

On phones and small tablets, the table becomes stacked cards without these controls. See Use Mallow table views for the full shared-table behavior.

Guest Customers tab

When a payment is made through a Payment Link, those customers appear in the Guest Customers tab instead of the main Clients table. The Guest Customer tab shows each guest's name, email, phone number, link(s) purchased, payment amount(s), and date(s), with search, filters, export, column customization, and archive controls.

Guest Customers may be converted or merged with Clients. For archive, convert, and merge steps, see the Manage Guest Customers help article.

View additional contacts

When a client has extra contacts, the Contact Name column shows a +N badge beside the primary contact name. Hover over the badge to see the additional contact names.

Clients with no extra contacts do not display the badge.

View Payment Link Purchases

The PayLink Purchases column shows how many payment links a client has purchased. It is hidden by default; turn it on through Customize (see Use Mallow table views).

Hover the count to see each purchase with its link identifier, name, and date, oldest first. The client profile also shows the purchase count as a plain total.

Open a client profile

To view full client details, stored payment methods, or invoices:

1. On the Clients page, select the client.

2. The client profile opens, showing payment methods, invoices, and contact details.

The profile also shows a Payment Links purchase count for the client.

Create a client

Create clients from the Clients page. The same form also opens from the global New menu, which takes you to the Clients page with the form open.

1. On the Clients page, click New Client above the table.

2. In the Add New Client form, fill in the required fields: Client Name, Email Address, Point of Contact, and Point of Contact Role.

3. Optionally add a phone number, a physical address, notes, additional points of contact, or default payment terms. Client Since defaults to today's date.

4. Click Create Client. The form closes and the client appears in the table.

Edit client info

Open the edit form from the table or from the client profile. The form is prefilled with the client's current details. On phones and small tablets, the row actions open from the menu button beside the client name.

1. From the table: open the client's Actions menu and select Edit Client Info. From the profile: select Edit client in the top-right corner.

2. In the Edit Client Information form, update the fields you need to change.

3. Click Update Client to save, or Cancel to discard your changes.

Archive or unarchive a client

Archiving sets a client's status to Archived. It does not delete the client or their history, and it takes effect immediately with no confirmation step.

1. To archive an active client, open their Actions menu and select Archive Client. The row moves out of the current client list.

2. To see archived clients, enable the Archive toggle on the table. It switches the table between Current Clients and Archived Clients.

3. To restore an archived client, open their Actions menu in the Archived Clients view and select Unarchive Client. Turn the toggle off to see the client back in Current Clients.

Send a new invoice from a client

The Send New Invoice row action opens the invoice builder with that client already selected. This action lives in the row's Actions menu, not in the client profile.

1. Open the client's Actions menu and select Send New Invoice.

2. The New Invoice builder opens with the client preselected. Finish the invoice as usual (see Creating an invoice in Mallow).

Set default payment terms

Set default payment terms on a client so new invoices for that client pre-fill their due date (e.g. if Client X requires Net 45 payment terms, you can set their default to "45 days" for all due dates). Terms are optional and can be cleared at any time.

1. On the Clients page, open the client profile and edit the client.

2. In the Default Payment Terms setting, clear the No default payment terms checkbox and enter a positive number of days.

3. Save the client. The profile now shows Default payment terms: N day(s).

To remove the terms, edit the client again and re-check No default payment terms.

When you select a client with default terms while creating a new invoice, the due date pre-fills to today's date plus the number of days you set in your default payment terms. You can still change the pre-filled due date on any invoice. Clients without default terms keep the existing tomorrow default.

Users with read-only client access cannot configure or edit default payment terms. They also do not see the row Actions menu, and the profile's Edit client action is disabled, so all client record actions are unavailable to them.

Related articles:

• Store payment methods on file — request and manage saved payment methods.

• Access stored payment methods — charge a saved payment method.

• Creating an invoice in Mallow — send an invoice to a client.